+76.8%
UAL vs SUI
+120.9%
-44.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.3% | -5.6% |
| 7D | +0.7% | -3.8% | +4.5% | +2.7% |
| 30D | +7.8% | +3.9% | +3.8% | +5.3% |
| 3M | -11.1% | +0.2% | -11.3% | -11.5% |
| 6M | +16.1% | -4.2% | +20.2% | +17.5% |
| YTD | -0.5% | -2.5% | +2.0% | -0.3% |
| 1Y | +11.3% | -4.0% | +15.3% | +12.4% |
| 3Y | +192.8% | +16.5% | +176.3% | +157.7% |
| 5Y | +123.3% | -27.2% | +150.5% | +155.5% |
| All | +76.8% | +120.9% | -44.1% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling